helping you sort through the many issues that affect your financial well being
  Arlene R. Foreman
  Fee-Only Professional Fiduciary/Independent Trustee
Certified Trust & Fiduciary Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Master of Science in Financial Services
Chartered Life Underwriter®
Arlene R Foreman financial planning consultant of Ft Meyers, FL



Arlene R. Foreman

10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-70118
Phone: (239) 826-4588


View Arlene  Foreman, CLU, ChFC, CFP(r), CTFA(tm)'s profile on LinkedIn

Who IS Arlene R. Foreman

Arlene has

  • counseled major insurance companies on agent education
  • been responsible for all courses for the nation's largest insurance training institution
  • authored publications on risk appraisal and financial planning
  • taught CFP® and CLU® courses
  • garnered eighteen American/international Who's Who listings
  • counseled with individual clients since 1971. 

She is a member of the Lee County Estate Planning Council and the Financial Planning Association.  When you meet with Arlene, you will receive a detailed and comprehensive history of her background and extensive professional, community and social involvements and accomplishments.

The Disclosures and Privacy Notice are available at this link - and which you would acknowledge if you became Arlene's client - give you more specific details about Arlene and answers to the questions that various independent organizations suggest that you ask.

Some key factors of note:

- Arlene is totally independent and works for only her clients.
- Arlene is compensated solely by the hour - so that you pay only for the time she actually spends working on your behalf.
- As a Professional Fiduciary/Independent Trustee, Arlene places your financial interests above her own.
- Arlene subscribes to the Codes of Ethics and Policies of the Financial Planning Association and of the Certified Financial Planner Board of Standards.
- You, her client, have total control; and will be fully involved in all decision making.


Some files on this page require Adobe Reader. Please click the image on the right to download now. (Free!)   get Adobe Reader Free!


Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.

The marks CLU® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the certification requirements for this designation.

The CTFA™ designation is awarded by the Institute of Certified Bankers, a subsidiary of the American Bankers Association.

      Arlene is NOT an attorney, registered investment advisor, or financial planner.   Financial Planning Association - Proud Member since 2010
site design, programming, and hosting by Acoustic Visions Multimedia